• 13F History

PMG Wealth Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$94.2M
Signature - Title
Phil Guerrero - PRESIDENT
Location
Hawthorn Woods, IL
Summary
This page shows a list of all the recent 13F filings made by PMG Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PMG Wealth Management, Inc. reported 42 stock holdings with total value $94.2M as of Q1 2025. Top holdings included XLG, VIG, QUAL, BUFR, and MINT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 42 $94.2M +$1.21M -$13.4M -$12.2M XLG, VIG, QUAL, BUFR, MINT 13F-HR 4/9/2025, 11:35 AM
Q4 2024 47 $110M $0 $0 XLG, VIG, OEF, QUAL, BUFR 13F-HR 2/3/2025, 03:34 PM